PCM
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Poehling Capital Management’s Healthcare Realty HR Stock Holding History

Poehling Capital Management’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,800
Closed -$49K – 182
2018
Q2 		$49K Hold
1,800
– – 0.04% 153
2018
Q1 		$48K Buy
+1,800
New +$47.9K 0.04% 148

Other funds holding HR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Poehling Capital Management's HR Position: Q3 2018 in Review

Poehling Capital Management sold out of Healthcare Realty (HR) in Q3 2018, closing a stake of 1,800 shares — an estimated $49K sold.

Poehling Capital Management first reported a position in HR in Q1 2018 and held it in 2 quarters. The position peaked at $49K in Q2 2018. 308 funds tracked by Wall St. Rank hold HR as of Q3 2018.

  • Poehling Capital Management reported no remaining Healthcare Realty position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 1,800 Healthcare Realty shares in Q3 2018, an estimated $49K.
  • Poehling Capital Management first reported a position in Healthcare Realty in Q1 2018 and held it in 2 quarters.
  • Poehling Capital Management's Healthcare Realty position peaked at $49K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held Healthcare Realty as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.